Ratings by JPMorgan (Arti Vula)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/22/2026 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2026 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2026 | Workday | WDAY | New Coverage | Overweight (N/A) |
124.02 (144.78) |
16.74% | Details | |
| 5/27/2026 | Twilio | TWLO | New Coverage | Overweight (N/A) |
189.65 (206.78) |
9.03% | Details | |
| 5/27/2026 | Snowflake Inc. | SNOW | New Coverage | Overweight (N/A) |
177.60 (268.90) |
51.41% | Details | |
| 5/27/2026 | ServiceNow | NOW | New Coverage | Overweight (N/A) |
99.92 (103.24) |
3.32% | Details | |
| 5/27/2026 | Paycom Software | PAYC | New Coverage | Neutral (N/A) |
132.82 (147.94) |
11.38% | Details | |
| 5/27/2026 | Oracle | ORCL | New Coverage | Overweight (N/A) |
193.06 (126.41) |
-34.52% | Details | |
| 5/27/2026 | monday.com Ltd. | MNDY | New Coverage | Overweight (N/A) |
76.83 (78.69) |
2.42% | Details | |
| 5/27/2026 | Microsoft | MSFT | New Coverage | Overweight (N/A) |
416.03 (393.82) |
-5.34% | Details | |
| 5/27/2026 | Intuit | INTU | New Coverage | Overweight (N/A) |
304.35 (291.09) |
-4.36% | Details | |
| 5/27/2026 | HubSpot Inc | HUBS | New Coverage | Overweight (N/A) |
197.99 (224.26) |
13.27% | Details | |
| 5/27/2026 | Figma Inc | FIG | New Coverage | Neutral (N/A) |
21.96 (23.95) |
9.06% | Details | |
| 5/27/2026 | Dynatrace Inc. | DT | New Coverage | Overweight (N/A) |
40.60 (44.41) |
9.38% | Details | |
| 5/27/2026 | Dropbox | DBX | New Coverage | Neutral (N/A) |
26.49 (30.62) |
15.59% | Details | |
| 5/27/2026 | DoubleVerify | DV | New Coverage | Overweight (N/A) |
9.68 (11.42) |
17.98% | Details | |
| 5/27/2026 | Docusign Inc. | DOCU | New Coverage | Neutral (N/A) |
49.32 (52.74) |
6.93% | Details | |
| 5/27/2026 | Datadog | DDOG | New Coverage | Overweight (N/A) |
223.65 (258.69) |
15.67% | Details | |
| 5/27/2026 | CoreWeave | CRWV | New Coverage | Neutral (N/A) |
105.89 (73.21) |
-30.86% | Details | |
| 5/27/2026 | Cloudflare Inc. | NET | New Coverage | Neutral (N/A) |
217.54 (277.66) |
27.64% | Details | |
| 5/27/2026 | Akamai Technologies | AKAM | New Coverage | Underweight (N/A) |
148.21 (120.19) |
-18.91% | Details | |
| 5/27/2026 | Adobe | ADBE | New Coverage | Overweight (N/A) |
240.49 (237.25) |
-1.35% | Details |

